GREENHAVEN ASSOCIATES INC Long-Term Concentrated

Location: Purchase, NY

CIK: 0000846222 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 7, 2026

Total Value: $6.17B (100.0% shares, 0.0% debt)

Holdings (30)

— General Motors Co (GM) 20.0%

Value $1.234B Shares 15,178,957 Share Price $81.32 Est. Cost/Share $42.06 Unrealized @ Report Date —

LEN Lennar Corporation - A (LEN) 16.8%

Value $1.038B Shares 10,094,147 Share Price $102.80 * Est. Cost/Share $61.01 Unrealized @ Report Date +97.8%

TOL Toll Brothers, Inc. (TOL) 12.3%

Value $758M Shares 5,603,187 Share Price $135.22 Est. Cost/Share $33.93 Unrealized @ Report Date +300.1%

PHM PulteGroup Inc. (PHM) 10.5%

Value $649M Shares 5,534,428 Share Price $117.26 * Est. Cost/Share $41.39 Unrealized @ Report Date +195.8%

DHI D R Horton, Inc. (DHI) 8.1%

Value $502M Shares 3,484,146 Share Price $144.03 * Est. Cost/Share $62.61 Unrealized @ Report Date +142.8%

OSK Oshkosh Corp (OSK) 5.1%

Value $317M Shares 2,521,296 Share Price $125.63 Est. Cost/Share $78.21 Unrealized @ Report Date +63.6%

AVTR Avantor Inc (AVTR) 3.8%

Value $235M Shares 20,500,653 Share Price $11.46 * Est. Cost/Share $12.82 Unrealized @ Report Date -4.0%

ARW Arrow Electronics Inc (ARW) 3.4%

Value $209M Shares 1,899,971 Share Price $110.18 * Est. Cost/Share $123.35 Unrealized @ Report Date -7.9%

BAX Baxter International Inc (BAX) 3.3%

Value $204M Shares 10,693,223 Share Price $19.11 * Est. Cost/Share $23.07 Unrealized @ Report Date -13.3%

LEA Lear Corporation (LEA) 3.3%

Value $204M Shares 1,776,038 Share Price $114.60 * Est. Cost/Share $121.54 Unrealized @ Report Date -12.5%

AVT Avnet Inc (AVT) 3.1%

Value $189M Shares 3,928,866 Share Price $48.08 Est. Cost/Share $40.91 Unrealized @ Report Date +19.5%

SLB SLB LTD (SLB) 2.9%

Value $179M Shares 4,660,827 Share Price $38.38 * Est. Cost/Share $36.06 Unrealized @ Report Date 0.0%

MRP Millrose Properties (MRP) 2.2%

Value $137M Shares 4,596,584 Share Price $29.87 Est. Cost/Share $26.51 Unrealized @ Report Date —

MTH Meritage Homes Corp (MTH) 1.6%

Value $96.42M Shares 1,465,340 Share Price $65.80 * Est. Cost/Share $57.60 Unrealized @ Report Date +20.2%

NOV NOV INC (NOV) 1.5%

Value $89.8M Shares 5,745,138 Share Price $15.63 * Est. Cost/Share $16.08 Unrealized @ Report Date -7.8%

VBIL Vanguard 0-3M T-Bill ETF (VBIL) 0.9%

Value $58.29M Shares 772,725 Share Price $75.43 Est. Cost/Share $75.55 Unrealized @ Report Date —

LEN/B Lennar Corporation - B SHS (LEN/B) 0.6%

Value $34.63M Shares 364,059 Share Price $95.12 * Est. Cost/Share $46.19 Unrealized @ Report Date +144.1%

TFX Teleflex Inc (TFX) 0.2%

Value $14.9M Shares 122,079 Share Price $122.04 Est. Cost/Share $121.00 Unrealized @ Report Date 0.0%

C Citigroup Inc (C) 0.1%

Value $3.881M Shares 33,260 Share Price $116.69 * Est. Cost/Share $47.55 Unrealized @ Report Date +117.9%

ICLR Icon PLC (ICLR) 0.1%

Value $3.17M Shares 17,394 Share Price $182.22 * Est. Cost/Share $141.84 Unrealized @ Report Date +25.6%

RHI Robert Half Inc (RHI) 0.0%

Value $2.844M Shares 104,700 Share Price $27.16 * Est. Cost/Share $28.54 Unrealized @ Report Date 0.0%

TMHC Taylor Morrison Home Corp (TMHC) 0.0%

Value $2.796M Shares 47,500 Share Price $58.87 * Est. Cost/Share $61.13 Unrealized @ Report Date 0.0%

CRH CRH PLC (CRH) 0.0%

Value $2.496M Shares 20,000 Share Price $124.80 * Est. Cost/Share $54.36 Unrealized @ Report Date +119.1%

A Agilent Technologies, Inc. (A) 0.0%

Value $1.456M Shares 10,700 Share Price $136.07 * Est. Cost/Share $27.97 Unrealized @ Report Date +413.9%

JPM J P Morgan Chase (JPM) 0.0%

Value $1.289M Shares 4,000 Share Price $322.22 * Est. Cost/Share $115.52 Unrealized @ Report Date +167.9%

SCHW Charles Schwab Corporation (SCHW) 0.0%

Value $1.249M Shares 12,500 Share Price $99.91 * Est. Cost/Share $33.18 Unrealized @ Report Date +185.5%

TEX Terex Corp (TEX) 0.0%

Value $1.037M Shares 19,422 Share Price $53.38 * Est. Cost/Share $50.90 Unrealized @ Report Date -0.8%

UNP Union Pacific Corp (UNP) 0.0%

Value $470K Shares 2,032 Share Price $231.32 Est. Cost/Share $80.32 Unrealized @ Report Date +183.0%

G Genpact LTD (G) 0.0%

Value $468K Shares 10,000 Share Price $46.78 * Est. Cost/Share $33.46 Unrealized @ Report Date +29.3%

STLA Stellantis NV (STLA) 0.0%

Value $392K Shares 36,000 Share Price $10.89 Est. Cost/Share $11.01 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
—	General Motors Co (GM)	15,178,957	$1.234B	20.0%	$81.32	$42.06	—	COMMON	35045V100
LEN	Lennar Corporation - A (LEN)	10,094,147	$1.038B	16.8%	$102.80 *	$61.01	+97.8%	COMMON	526057104
TOL	Toll Brothers, Inc. (TOL)	5,603,187	$758M	12.3%	$135.22	$33.93	+300.1%	COMMON	889478103
PHM	PulteGroup Inc. (PHM)	5,534,428	$649M	10.5%	$117.26 *	$41.39	+195.8%	COMMON	745867101
DHI	D R Horton, Inc. (DHI)	3,484,146	$502M	8.1%	$144.03 *	$62.61	+142.8%	COMMON	23331A109
OSK	Oshkosh Corp (OSK)	2,521,296	$317M	5.1%	$125.63	$78.21	+63.6%	COMMON	688239201
AVTR	Avantor Inc (AVTR)	20,500,653	$235M	3.8%	$11.46 *	$12.82	-4.0%	COMMON	05352A100
ARW	Arrow Electronics Inc (ARW)	1,899,971	$209M	3.4%	$110.18 *	$123.35	-7.9%	COMMON	042735100
BAX	Baxter International Inc (BAX)	10,693,223	$204M	3.3%	$19.11 *	$23.07	-13.3%	COMMON	071813109
LEA	Lear Corporation (LEA)	1,776,038	$204M	3.3%	$114.60 *	$121.54	-12.5%	COMMON	521865204
AVT	Avnet Inc (AVT)	3,928,866	$189M	3.1%	$48.08	$40.91	+19.5%	COMMON	053807103
SLB	SLB LTD (SLB)	4,660,827	$179M	2.9%	$38.38 *	$36.06	0.0%	COMMON	806857108
MRP	Millrose Properties (MRP)	4,596,584	$137M	2.2%	$29.87	$26.51	—	COMMON	601137102
MTH	Meritage Homes Corp (MTH)	1,465,340	$96.42M	1.6%	$65.80 *	$57.60	+20.2%	COMMON	59001A102
NOV	NOV INC (NOV)	5,745,138	$89.8M	1.5%	$15.63 *	$16.08	-7.8%	COMMON	62955J103
VBIL	Vanguard 0-3M T-Bill ETF (VBIL)	772,725	$58.29M	0.9%	$75.43	$75.55	—	ETF	922040845
LEN/B	Lennar Corporation - B SHS (LEN/B)	364,059	$34.63M	0.6%	$95.12 *	$46.19	+144.1%	COMMON	526057302
TFX	Teleflex Inc (TFX)	122,079	$14.9M	0.2%	$122.04	$121.00	0.0%	COMMON	879369106
C	Citigroup Inc (C)	33,260	$3.881M	0.1%	$116.69 *	$47.55	+117.9%	COMMON	172967424
ICLR	Icon PLC (ICLR)	17,394	$3.17M	0.1%	$182.22 *	$141.84	+25.6%	COMMON	G4705A100
RHI	Robert Half Inc (RHI)	104,700	$2.844M	0.0%	$27.16 *	$28.54	0.0%	COMMON	770323103
TMHC	Taylor Morrison Home Corp (TMHC)	47,500	$2.796M	0.0%	$58.87 *	$61.13	0.0%	COMMON	87724P106
CRH	CRH PLC (CRH)	20,000	$2.496M	0.0%	$124.80 *	$54.36	+119.1%	COMMON	G25508105
A	Agilent Technologies, Inc. (A)	10,700	$1.456M	0.0%	$136.07 *	$27.97	+413.9%	COMMON	00846U101
JPM	J P Morgan Chase (JPM)	4,000	$1.289M	0.0%	$322.22 *	$115.52	+167.9%	COMMON	46625H100
SCHW	Charles Schwab Corporation (SCHW)	12,500	$1.249M	0.0%	$99.91 *	$33.18	+185.5%	COMMON	808513105
TEX	Terex Corp (TEX)	19,422	$1.037M	0.0%	$53.38 *	$50.90	-0.8%	COMMON	880779103
UNP	Union Pacific Corp (UNP)	2,032	$470K	0.0%	$231.32	$80.32	+183.0%	COMMON	907818108
G	Genpact LTD (G)	10,000	$468K	0.0%	$46.78 *	$33.46	+29.3%	COMMON	G3922B107
STLA	Stellantis NV (STLA)	36,000	$392K	0.0%	$10.89	$11.01	—	COMMON	N82405106